Launch Conga Conductor from a List View Button

Launching your Conga Conductor solution from a Salesforce List View button allows you to choose the records in your batch on an ad hoc basis rather than using a report’s or query’s filter criteria to determine which records are included.

The benefits of using a List View button include:

Easily choose which records you want to use as the Master Object records in the Conductor batch by selecting them manually from the list.

Select up to 50 records per Conductor batch.

Optionally, you can also use a Related List Button on an object’s page layout.

If you choose to launch via a List View button, all users who have access to List Views for that object will see the Conga Conductor List View button, though a user must have a Conga Composer license to run a Conga Conductor process.